senior accountant, Finance systems

Job Summary

We are seeking a highly experienced Senior Accountant, Finance Systems, to join our finance team. This role primarily focuses on finance systems administration and process improvement while supporting key accounting responsibilities. The ideal candidate has 3 – 5 years of progressive accounting experience and hands-on experience implementing, supporting, or optimizing an ERP system, preferably Sage Intacct or NetSuite.

This individual will play a key role in ensuring accurate financial reporting while driving automation and continuous improvement across finance operations. We are looking for someone who will help transform the accounting function while performing senior accountant-level responsibilities. The ideal candidate enjoys solving problems, leveraging technology to eliminate manual processes, and partnering with colleagues to build efficient, scalable accounting processes.

Duties/Responsibilities

Finance Systems & Process Improvement 

Accounting Operations

Skills/Qualifications

Required

Preferred

Education and Experience

Physical Requirements

Benefits

Investments & Wealth Institute offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees. Benefits include medical, dental, and vision insurance, a 401(k) retirement plan with employer match, paid time off, paid holidays, life and disability insurance, flexible spending accounts, employee assistance resources, and professional development opportunities. Eligibility is subject to plan terms and employment status.

Equal Opportunity Employer

Investments & Wealth Institute is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Company Description 

The Investments & Wealth Institute is a premier professional membership association and leading credentialing body for wealth management certifications in the United States and globally. It serves the educational and professional development needs of advanced financial advice practitioners, particularly those working with high- and ultra-high-net-worth clients. Institute members include successful wealth managers and advisors, RIA teams, ensemble practices, and enterprise-level leaders in the financial advice industry. The organization provides award-winning publications and a comprehensive suite of continuing education programs, including an online Academy, private classes, live seminars, and national conferences. Its three flagship certifications—CPWA®, RMA®, and CIMA®—are widely recognized as marks of deep expertise and professional excellence.